# Oxford Wealth Group, LLC

> Oxford Wealth Group, LLC is an SEC-registered investment advisory firm in Orlando, FL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 5, 2026.

- CRD: 319561
- Filed as: OXFORD WEALTH GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319561
- AdvisorCensus page: https://advisorcensus.com/firm/oxford-wealth-group-llc-orlando-fl-319561

## Quick answers

**How is Oxford Wealth Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Oxford Wealth Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Oxford Wealth Group, LLC charge?**
Its Form ADV Part 2A brochure dated March 17, 2026 states: Flat fee: $500 to $3,000 (financial planning fees per engagement). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Oxford Wealth Group, LLC located?**
Oxford Wealth Group, LLC's principal office is in Orlando, FL, according to its Form ADV; the June 2026 filing also lists 9 other offices (Schedule D, Section 1.F).

**Is Oxford Wealth Group, LLC registered with the SEC or a state?**
Oxford Wealth Group, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 319561.

**How much does Oxford Wealth Group, LLC manage?**
Oxford Wealth Group, LLC reports $327,915,487 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (100% discretionary).

**How have Oxford Wealth Group, LLC's assets and staff changed since 2022?**
In the Form ADV data for Oxford Wealth Group, LLC: Regulatory assets under management: $131,740,206 in the October 2022 data and $327,915,487 in the October 2026 data, up 149%. Total employees: 4 in October 2022 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Oxford Wealth Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (858); high net worth individuals (55); corporations or other businesses not listed above (2).

**Which custodians does Oxford Wealth Group, LLC use?**
Oxford Wealth Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Oxford Wealth Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319561

**Does Oxford Wealth Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 17, 2026 says: "The firm does not currently have a minimum account size."

**What changed in Oxford Wealth Group, LLC's recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in AL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Account minimum: None

> The firm does not currently have a minimum account size.

- Flat fee: $500 to $3,000 (financial planning fees per engagement)

> Financial planning fees are generally calculated and charged on a flat fee basis from $500 to $3,000 per engagement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $327,915,487
- Discretionary: $327,915,487
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 858 | $198,409,121 |
| High net worth individuals | 55 | $129,473,121 |
| Corporations or other businesses not listed above | 2 | $33,245 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 14 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, FL, GA, NC, PA, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Clermont, FL
- Greenville, SC
- Jacksonville, FL
- Lakeland, FL
- Mount Dora, FL
- Sarasota, FL
- Seneca, SC
- Spring Hill, FL
- Tampa, FL

### Websites listed on Form ADV (Item 1.I)
- oxfordadvisorygroup.com
- Facebook @oxfordadvisorygroup
- Instagram @oxfordadvisorygroup
- LinkedIn @oxfordadvisorygroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $131,740,206 | 4 | September 23, 2022 |
| October 2023 | $156,367,281 | 4 | March 14, 2023 |
| October 2024 | $198,868,022 | 12 | May 30, 2024 |
| October 2025 | $235,855,871 | 24 | May 29, 2025 |
| October 2026 | $327,915,487 | 14 | May 5, 2026 |

Regulatory assets under management: $131,740,206 in the October 2022 data and $327,915,487 in the October 2026 data, up 149%.
Total employees: 4 in October 2022 and 14 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in AL.

### April 2026
- Regulatory assets under management went from $235,855,871 to $327,915,487 (+39%).

### March 2026
- Changed its office addresses in Mount Dora, FL.
- Added an office in Jacksonville, FL.
- Added an office in Lakeland, FL.
- Added an office in Sarasota, FL.
- Registered or notice-filed in AR.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oxford Wealth Group, LLC (CRD 319561): Form ADV filing data as of October 2026.